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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,921 | $107,733-83.4% | $92,985-80.7% | $154,746-88.4% |
| Participation rate | 61.1% | 74.6%-13.4pp | 69.5%-8.4pp | 80.7%-19.6pp |
| Annual return | 15.00% | 30.39%-15.4pp | 27.99%-13.0pp | 172.34%-157.3pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,054 | $5,053-79.1% | $4,377-75.9% | $6,730-84.3% |
| Admin fee / account holder | $2,577 | $11,369-77.3% | $9,463-72.8% | $14,365-82.1% |